Financial Professionals
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“Their tagline is true! Finally, a complete sales and marketing system that “simply works,” and I have tried many of them! Plus, the training and support is efficient and valuable!” (Jeanette S) |
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“I have over 20 plus years of experience and have built a solid practice but finding new prospects is always a challenge. I am so glad I partnered with The IFW – I can confidently say The Retirement Roadmap Experience is a great way to get new clients!” (Eric L) |
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“I use the 6 Step Sales Process not only on new prospects but on my existing clients too, and it has helped me re-engage with so many of my existing clients and generate additional opportunities.” (Carla G) |
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The IFW Retirement Roadmap Experience truly is a complete sales and marketing system. By the end of the experience, when prospects clearly see how their situation can improve, they are ready to take action with me! (Steve D) |
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The IFW Retirement Roadmap shows my prospects and clients’ sales concepts in an easy to understand way I have been trying to find for years. Plus, having the IFW brand continually educate behind the scenes is supportive and helps build & maintain trust. (Michael K) |
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“The IFW Retirement Roadmap software is truly one of a kind. Finally something that presents Roth Conversions and The volatility buffer strategies like nothing I have ever seen before. Clients get it and are much more likely to take action!” (Tim W) |
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“The IFW Retirement Roadmap Experience is not only an amazing resource for new prospects, but it has also helped me create new opportunities with my existing clients. I actually just used it to help my brother understand how I am able to help him! (John F) |
These are participating financial professionals and have not been paid for the endorsement.
Client Testimonials
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The IFW Retirement Roadmap Experience showed me a guaranteed income strategy that gave me absolute peace of mind so I never have to worry about market ups and downs. (John M) |
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Trusting the IFW was easy. There was plenty of proof of that before I signed up. What I loved the most was how much I bonded with and trusted my IFW Certified Financial Professional. Even better, based on the tax savings strategies I learned, it looks like I will save hundreds of thousands of dollars in taxes in retirement. (Katherine B) |
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I am no financial expert, but the volatility buffers strategy made complete sense and showed me how to increase my chances of a successful retirement! And my IFW Financial Professional was so helpful in getting it all setup! (Blossom S) |
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Running out of money in retirement used to keep me up at night until I went through the retirement roadmap experience. Thank you, IFW – I am sleeping so much better now! (Byron H) |
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I just loved how I was able to see my probability of retirement success score improve in such an easy-to-understand format! And my financial professional made it even easier by answering my other retirement questions. (Fred R) |
These are actual clients referred by The Institute of Financial Wellness to a Financial Professional, and they were not paid any compensation for these testimonials or comments.
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These are actual webinar attendees and clients referred by The Institute of Financial Wellness to a Financial Professional and they were not paid any compensation for these testimonials or comments.